MSWM
Mowery & Schoenfeld Wealth Management’s Alphabet (Google) Class C GOOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Sell |
6,404
-26
| -0.4% | -$4.61K | 1.72% | 12 |
|
|
2025
Q1 | $1M | Buy |
6,430
+1,466
| +30% | +$229K | 1.97% | 10 |
|
|
2024
Q4 | $945K | Sell |
4,964
-482
| -9% | -$91.8K | 1.84% | 11 |
|
|
2024
Q3 | $911K | Buy |
5,446
+675
| +14% | +$113K | 1.44% | 13 |
|
|
2024
Q2 | $875K | Sell |
4,771
-40
| -0.8% | -$7.34K | 1.26% | 14 |
|
|
2024
Q1 | $733K | Sell |
4,811
-9
| -0.2% | -$1.37K | 1.41% | 15 |
|
|
2023
Q4 | $679K | Buy |
+4,820
| New | +$679K | 1.37% | 16 |
|